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Morningstar

MassMutual Growth Opps R4 MMGFX

Morningstar Medalist Rating
Medalist Rating as of | See MassMutual Investment Hub
  • NAV / 1-Day Return 3.65  /  +2.24 %
  • Total Assets 138.7 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:53 PM GMT+0

Morningstar’s Analysis MMGFX

Will MMGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MMGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MMGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in MassMutual Growth Opps R4's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MMGFX

More MMGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.92 15.2 Mil
Technology

Amazon.com Inc

8.00 12.3 Mil
Consumer Cyclical

NVIDIA Corp

7.38 11.3 Mil
Technology

ServiceNow Inc

4.53 6.9 Mil
Technology

Visa Inc Class A

4.31 6.6 Mil
Financial Services

Meta Platforms Inc Class A

3.38 5.2 Mil
Communication Services

Uber Technologies Inc

3.29 5.0 Mil
Technology

Edwards Lifesciences Corp

2.88 4.4 Mil
Healthcare

Alphabet Inc Class A

2.72 4.2 Mil
Communication Services

Mastercard Inc Class A

2.45 3.8 Mil
Financial Services